Adviser Connect

Enhanced efficiency means more time with clients

A smart global administration service connecting your clients to the world

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A contemporary investment administration solution

Run your entire investment back office through seamless delivery to your desktop. Efficient investment administration in one place and at the click of a button.

Multi-asset and multi-currency investments

A distinguishing feature is the ability to report on all assets and movements within a client’s portfolio, such as Australian and international equities, Australian and international fixed income, global derivatives and commodities, foreign exchange, term deposits, managed funds and separately managed accounts.

A powerful offering

Create investment portfolios to lead your business into the future


01Manage investments in line with client goals

Provide the right investment solution for each client’s specific risk profile and goals, whether they have a small investment portfolio or a substantial portfolio.

02Direct global assets

Today’s informed investor demands transparency and direct ownership. Give clients access to global and institutional-like investments anywhere in the world. You can buy, sell, roll or switch direct assets in real time.

03Improve execution and administration

A large and often hidden cost can be inefficient execution of transactions. Save time by automating investment processes and streamline administration. Transactions are executed in real time and in-house via a strong network of global partners.

04Portfolio visibility

Manage and view portfolios securely online at any time. Know exactly what price a security was bought or sold and any changes investment managers make to model portfolios.

05Flexibility to suit your business model

Deliver the service in a Managed Discretionary Account, Managed Investment Scheme, as well as Superannuation and Pension.

06Expert Insight

Your business receives ongoing support allowing you to benefit from investment research, insight, market data and expert investment knowledge.

Mobile App Access

Investors can access their accounts, balances, underlying assets and holdings, anywhere anytime.

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Case studies

Hear what our clients have to say

Adviser Connect

Give your clients the upper hand in their investments

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